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First Trust Value Line Dividend Fund
FVD

Name Holding Trade Value Shares
Change 		Change in
Stake
GPA
451
Guerra Pan Advisors
New Jersey
$288K – – –
HIP
452
HUB Investment Partners
Texas
$288K -$27.3K -574 -9%
ATPW
453
Ashton Thomas Private Wealth
Arizona
$288K -$80.1K -1,682 -22%
MSFS
454
Main Street Financial Solutions
Pennsylvania
$286K – – –
SPWM
455
Schrum Private Wealth Management
Florida
$286K – – –
IWP
456
IAG Wealth Partners
Wisconsin
$285K -$38.4K -806 -12%
OMIC
457
Old Mission Investment Co
Michigan
$280K -$1.29K -27 -0.5%
VPW
458
Variant Private Wealth
Virginia
$279K -$286 -6 -0.1%
CFS
459
Commonwealth Financial Services
West Virginia
$279K – – –
OPW
460
Oxler Private Wealth
New York
$276K +$1.62K +34 +0.6%
AA
461
Advisory Advocates
Michigan
$273K -$16.3K -343 -6%
CPC
462
CFC Planning Company
Indiana
$272K +$36.9K +774 +16%
NEWAS
463
N.E.W. Advisory Services
Wisconsin
$272K -$52.9K -1,110 -16%
PFM
464
Peak Financial Management
Massachusetts
$271K – – –
CAG
465
Crestwood Advisors Group
Massachusetts
$271K – – –
MWM
466
Maltin Wealth Management
New Jersey
$271K – – –
PD
467
Planning Directions
Pennsylvania
$270K -$160K -3,357 -37%
CWP
468
Core Wealth Partners
California
$268K -$12.4K -261 -4%
WAM
469
WealthTrust Asset Management
Florida
$264K +$143 +3 +0.1%
KPWG
470
KFA Private Wealth Group
Virginia
$260K -$17.9K -375 -7%
SA
471
Skyline Advisors
Washington
$259K +$810 +17 +0.3%
APP
472
Avantax Planning Partners
Iowa
$258K – – –
UWP
473
Uniting Wealth Partners
Kansas
$257K – – –
WF
474
Whelan Financial
California
$255K – – –
FWA
475
FSM Wealth Advisors
Ohio
$255K – – –
17 18
19
20 21